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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,606 | $81,331-91.9% | $155,534-95.8% | $80,935-91.8% |
| Participation rate | 95.3% | 66.3%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 8.66% | 33.37%-24.7pp | 64.92%-56.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $513 | $3,105-83.5% | $4,675-89.0% | $2,757-81.4% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $70 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |